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DialoX Manual
DialoX ManualEnreach Contact | DialoX
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    • Meta
      • How to get Meta Business Suite Verification
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    • 360Dialog
      • How to use 360Dialog as Wholesaler
      • How to give permission API access
      • How do I change my profile in 360Dialog
      • How to make 360dialog templates
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    • Bubblescript
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    • Operator
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      • Onboarding required
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On this page
  • Set up your Order Assistant
  • Example per node type
  • Ask:name
  • Ask:date
  • Ask:phone
  • Ask:open
  • Send:note

Order Assistant

PreviousSmart IVRNextProfessional

Last updated 6 days ago

The Order Assistant allows you to ask a list of questions and route them through different outputs, such as a note or an email. The allowed channel on which the Order Assistant can be used is the Smart IVR. This a specific solution designed for quickly asking an x ​​number of questions that are immediately pushed to your email after completion of the telephone conversation.

Set up your Order Assistant

Once you have installed the correct template you can fill in the Opening text, Questions and Closing text input fields. Example shown down below:

FieldExplanation

Ask:name

Save your customers name for reference

Ask:date

Ask the customer date of birth for verification. Formatted (Day) (Month full) (YYYY)

Ask:phone

In case of calling the customer back, you can ask the phone number. Make sure to enable DTMF only.

Ask:open

Let customer clearly state his/her full prescription stack.

Send:note

Save all variables that consist of data into a note.

Example per node type

Ask:name

Ask the customers name and save it for reference:

Ask:date

Ask the date of birth of your customer for reference:

Ask:phone

Ask the customers phone number for reference:

Ask:open

Use an open question to capture the customers needs, for reference:

Send:note

Save all variables that have been assigned to each node type. For reference:

If you want to know more about variables and how to set them up, please take a look at Variables